Location: The Villages, FLAbout Us:We are dedicated to providing top-tier financial guidance and investment services. We specialize in wealth management, particularly in annuities and investments. Our team is committed to delivering personalized service that meets our clients' unique financial needs.Job Description:We're seeking a Customer Service Specialist with a strong background in wealth management offices. This role is pivotal in supporting our clients, managing their annuities and investment accounts...
Seeking Journeyman HVAC Installation Techs with Commercial experience to service the Colorado Western Slope. Travel will be necessary to respond to customer requests in areas such as (but not limited to): Vail, Eagle, Glenwood Springs, Aspen, Rifle, and Grand Junction.Compensation and Benefits:$32-$38 hourly wage DOERelocation Assistance, Travel Expenses, and Per Diems offeredPTO401KMedical, Dental, and Vision InsuranceLong Term and Short Term DisabilityEmployee Assistance ProgramQualifications4 year appren...
HYBRID/ REMOTE - MUST BE LOCATED IN ONE OF THE FOLLOWING AREAS: Portland, OR, Salem, OR, San Diego, CA, Brea, CA, Carlsbad, CA, Vancouver, WA. It is critical for this role to be based in the local area for in-person client meetings based on business needs.DescriptionOur client, a CPA and Advisory firm is looking for a Tax Manager, Credits and Incentives to be part of growing tax team. This position reviews complex qualified expense data, tax returns, and provides advanced technical assistance, tax planning,...
Our client is a growth-minded consulting services and CPA firm serving a wide range of clients. This role will focus on the construction and manufacturing industries.You'll Get a Chance To..Coordinate and plans service delivery to clients, including conducting review meetingsParticipate in the creation and development of processes and infrastructure designed to service clientsWork directly with clients on follow-up items from meeting or initiates follow through on new initiatives with clientsAnalyze client ...
*HYBRID WORK ENVIRONMENT - must be based in Denver, COAnnual Travel as well.About our client:Our client is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect.Our leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities.A day in the life.. Take owners...
As a second-generation, family-owned enterprise, our client offers a diverse range of construction, manufacturing, advanced fabrication and building services. They represent seven distinct lines of business that work together to provide seamless project collaboration. Our exclusive building methodologies, accredited safety standards and professional execution allow us to turn our customers’ greatest concepts into reality. The Financial Analyst (Accountant II) is responsible for day to day accounting functi...
